9月3日，中钨高新盘中下跌2.01%，截至09:47，报20.91元/股，成交3.22亿元，换手率1.21%，总市值 476.53亿元。 截至6月30日，中钨高新股东户数4.68万，较上期减少8.15%；人均流通股26620股，较上期增加8.85%。 2025年1月-6月，中钨高新实现营业收入78.49亿元，同比增长15.31%；归母净利润5.10亿元，同比增长 247.28%。 分红方面，中钨高新A股上市后累计派现8.80亿元。近三年，累计派现8.54亿元。 机构持仓方面，截止2025年6月30日，中钨高新十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股2991.58万股，相比上期增加461.67万股。南方中证1000ETF（512100）位居第六大流通股 东，持股840.49万股，相比上期增加213.78万股。银华心佳两年持有期混合（010730）位居第九大流通 股东，持股532.35万股，相比上期减少148.00万股。华夏中证1000ETF（159845）位居第十大流通股 东，持股496.35万股，为新进股东。 责任编辑：小浪快报 今年以来中钨高新已经2次登上龙虎榜，最近一次登上龙虎榜为7 ...

9月2日，盘江股份涨0.57%，截至发稿，报5.28元/股，成交1.24亿元，换手率1.09%，总市值113.34亿 元。盘江股份股价已经连续4天上涨，区间累计涨幅+Inf%。 资料显示，贵州盘江精煤股份有限公司位于贵州省六盘水市红果经济开发区干沟桥，成立日期1999年10 月29日，上市日期2001年5月31日，公司主营业务涉及从事煤炭的开采、洗选加工和销售以及电力的生 产和销售。主营业务收入构成为：煤炭49.71%，电力47.47%，其他1.54%，机械1.28%。 从基金十大重仓股角度 数据显示，招商基金旗下1只基金重仓盘江股份。招商中证煤炭等权指数A（161724）二季度增持59.43 万股，持有股数526.52万股，占基金净值比例为3.27%，位居第四大重仓股。根据测算，今日浮盈赚取 约15.8万元。连续4天上涨期间浮盈赚取2780.02万元。 招商中证煤炭等权指数A（161724）成立日期2021年1月1日，最新规模6.39亿。今年以来收益0.45%， 同类排名4151/4222；近一年收益14.99%，同类排名3632/3781；成立以来收益45.15%。 邓童累计任职时间3年285天，现任基金 ...

Group 1 - The core viewpoint of the news is that Nuwai Co., Ltd. has experienced a stock price increase of 5.03% on September 2, reaching 35.49 CNY per share, with a total market capitalization of 27.277 billion CNY [1] - Nuwai Co., Ltd. specializes in the design, manufacturing, and sales of industrial valves, with 97.34% of its revenue coming from valves and parts, 1.95% from castings and forgings, and 0.71% from other sources [1] - The stock has seen a cumulative increase of 5.2% over the past three days, indicating positive market sentiment [1] Group 2 - Changxin Fund holds a significant position in Nuwai Co., Ltd., with its Changxin Reform Dividend Mixed Fund (519971) being the tenth largest holding, accounting for 3.17% of the fund's net value [2] - The fund manager, Zhang Ziqiao, has been in charge for 5 years and 17 days, with the fund achieving a return of 42.46% year-to-date and 57.25% over the past year [2] - The fund's latest scale is 9.6439 million CNY, and it has generated a floating profit of approximately 16,700 CNY during the recent stock price increase [2]

Group 1 - The core point of the news is the decline in the stock price of Shanghai Electric Wind Power, which fell by 5.01% to 22.35 CNY per share, with a trading volume of 774 million CNY and a turnover rate of 2.54%, resulting in a total market capitalization of 29.8 billion CNY [1] - Shanghai Electric Wind Power, established on September 7, 2006, and listed on May 19, 2021, specializes in the design, research and development, manufacturing, and sales of wind power generation equipment, as well as providing aftermarket services [1] - The company's main revenue sources are from the sales of wind turbines and components (95.17%), service provision (3.31%), wind farm electricity generation (0.90%), and other supplementary sources (0.62%) [1] Group 2 - From the perspective of major fund holdings, one fund under Guotai Haitong Asset Management has a significant position in Shanghai Electric Wind Power, with 418,700 shares held, accounting for 1.14% of the fund's net value, making it the ninth largest holding [2] - The fund, Guotai Junan SSE STAR Market Composite Price Index Enhanced A (023889), has a current scale of 170 million CNY and has recorded a return of 41.05% since its establishment on April 17, 2025 [2] - The estimated floating loss for the fund today is approximately 494,100 CNY due to the decline in the stock price of Shanghai Electric Wind Power [2]

9月2日，浙江荣泰涨6.59%，截至发稿，报83.60元/股，成交9.00亿元，换手率5.70%，总市值304.09亿 元。浙江荣泰股价已经连续3天上涨，区间累计涨幅12.24%。 资料显示，浙江荣泰电工器材股份有限公司位于浙江省嘉兴市南湖区凤桥镇中兴路308号，成立日期 1998年4月22日，上市日期2023年8月1日，公司主营业务涉及各类耐高温绝缘云母制品的研发、生产和 销售。主营业务收入构成为：新能源产品79.12%，非新能源产品20.78%，其他(补充)0.10%。 从基金十大重仓股角度 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 截至发稿，蒋丽丝累计任职时间4年262天，现任基金资产总规模3.78亿元，任职期间最佳基金回报 12.41%， 任职期间最差基金回报-17.8%。 邹慧累计任职时间4年283天，现任基金资产总规模57.74亿元，任职期间最佳基金回报92.05%， 任职期 间最差基金回报-10.76%。 数据显示，兴业基金旗下1只 ...

9月2日，聚辰股份跌5.12%，截至发稿，报85.40元/股，成交5.36亿元，换手率3.87%，总市值135.03亿 元。 平安国证2000ETF（159521）基金经理为李严。 截至发稿，李严累计任职时间1年253天，现任基金资产总规模126.11亿元，任职期间最佳基金回报 60.35%， 任职期间最差基金回报11.99%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，聚辰半导体股份有限公司位于上海市浦东新区张东路1761号10幢，成立日期2009年11月13 日，上市日期2019年12月23日，公司主营业务涉及集成电路产品的研发设计和销售,并提供应用解决方 案和技术支持服务。主营业务收入构成为：芯片销售100.00%。 从基金十大重仓股角度 数据显示，平安基金旗下1只基金重仓聚辰股份。平安国证2000ETF（159521）二季度持有股数800股， 占基金净值比例为0.41%，位居第三大重仓股。根据测算，今日浮亏损失约3688元。 平 ...

从基金十大重仓股角度 数据显示，浙商证券资管旗下1只基金重仓中际旭创。浙商汇金先进制造混合（013145）二季度持有股 数8600股，占基金净值比例为3.52%，位居第五大重仓股。根据测算，今日浮亏损失约18.15万元。 9月2日，中际旭创跌5.2%，截至发稿，报385.00元/股，成交200.52亿元，换手率4.49%，总市值4277.81 亿元。 资料显示，中际旭创股份有限公司位于山东省龙口市诸由观镇驻地，成立日期2005年6月27日，上市日 期2012年4月10日，公司主营业务涉及电机定子绕组制造装备的研发、设计、制造、销售与服务;光模块 设备制造。主营业务收入构成为：光通信模块97.58%，汽车电子1.74%，光组件0.67%。 浙商汇金先进制造混合（013145）成立日期2021年8月16日，最新规模3560.7万。今年以来收益 38.05%，同类排名1663/8184；近一年收益78.24%，同类排名899/7971；成立以来收益2.25%。 浙商汇金先进制造混合（013145）基金经理为王霆。 截至发稿，王霆累计任职时间6年94天，现任基金资产总规模3560.5万元，任职期间最佳基金回报 25. ...

9月2日，中科蓝讯跌5%，截至发稿，报117.51元/股，成交1.41亿元，换手率2.66%，总市值141.71亿 元。 资料显示，深圳市中科蓝讯科技股份有限公司位于广东省深圳市南山区沙河街道高发社区侨香路4068号 智慧广场A栋1301-1，成立日期2016年12月19日，上市日期2022年7月15日，公司主营业务涉及无线音 频芯片的研发、设计与销售。主营业务收入构成为：芯片销售收入99.83%，工具及其他0.17%。 南方上证科创板芯片ETF发起联接A（021607）成立日期2024年7月8日，最新规模6391.05万。今年以来 收益48.72%，同类排名375/4222；近一年收益124.89%，同类排名82/3781；成立以来收益127.54%。 从基金十大重仓股角度 数据显示，南方基金旗下1只基金重仓中科蓝讯。南方上证科创板芯片ETF发起联接A（021607）二季度 持有股数26股，位居第一大重仓股。根据测算，今日浮亏损失约160.94元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参 ...

Group 1 - The core viewpoint of the news is that Liou Group Co., Ltd. has seen a significant increase in its stock price, with a rise of 5.7% to 6.12 CNY per share, and a total market capitalization of 41.443 billion CNY [1] - The company's main business segments include media agency services (75.47%), machinery manufacturing (20.00%), digital marketing services (2.16%), metal materials trading (1.71%), and other businesses [1] - The trading volume for Liou Group was 3.513 billion CNY, with a turnover rate of 10.00% [1] Group 2 - From the perspective of major shareholders, Guangfa Fund's Guangfa CSI Media ETF Link A (004752) increased its holdings by 850,700 shares, now holding 26.113 million shares, which is 0.45% of the circulating shares [2] - The fund has achieved a year-to-date return of 29.55% and a one-year return of 67.67%, ranking 1445 out of 4222 and 1050 out of 3781 respectively [2] - The fund manager, Luo Guoqing, has been in position for 9 years and 328 days, with a total fund asset size of 67.565 billion CNY [3] Group 3 - The Guangfa CSI Media ETF (512980) also increased its holdings in Liou Group by 850,700 shares, making it the eighth largest holding in the fund, which now represents 3.57% of the fund's net value [4] - This fund has a year-to-date return of 30.88% and a one-year return of 72.33%, ranking 1346 out of 4222 and 944 out of 3781 respectively [4] - The fund manager, Luo Guoqing, has a best fund return of 82.12% and a worst return of -48.08% during his tenure [5]

Core Viewpoint - The company, Wenzhou Yuanfei Pet Products Co., Ltd., is experiencing growth driven by the pet economy, currency depreciation, and its international expansion strategy [2][3]. Company Overview - Wenzhou Yuanfei Pet Products Co., Ltd. specializes in the research, production, and sales of pet supplies and pet food, with main products including pet snacks, leashes, toys, dry food, and wet food [2][7]. - The company was established on September 27, 2004, and went public on August 18, 2022 [7]. Financial Performance - For the first half of 2025, the company achieved a revenue of 792 million yuan, representing a year-on-year growth of 45.52%, while the net profit attributable to shareholders was 74.16 million yuan, a slight increase of 0.37% [7]. - As of June 30, 2025, the company had a total market capitalization of 5.095 billion yuan [1]. Revenue Composition - The revenue breakdown is as follows: pet snacks 52.09%, pet leashes 24.77%, pet staple food 9.79%, other products 7.72%, and pet toys 5.64% [7]. International Operations - The company generates 85.78% of its revenue from overseas markets, benefiting from the depreciation of the Chinese yuan [3]. - The overseas sales are primarily conducted through its subsidiary in the United States, focusing on pet leashes sold via e-commerce platforms like Amazon and Shopify [3]. Production Strategy - The company has established production bases in Cambodia to enhance its global capacity and reduce labor costs, with an average capacity utilization rate of around 80% [3]. Market Activity - On September 1, the company's stock rose by 5.62%, with a trading volume of 277 million yuan and a turnover rate of 9.64% [1].